Financial Services Consultant, Jalan Mahsuri Bayan Baru MY (SLM)

Posted 25 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Junior
Financial Services
The Role
Promote and sell bancassurance life insurance products to existing and prospective bank customers. Provide needs-based financial advice, deliver after-sales service, follow up on leads, plan sales activities, maintain product knowledge, and achieve individual and branch sales targets. The role requires customer service, interpersonal, independent-working, and sales skills. Candidates need at least SPM, diploma, or degree qualifications; two years of branch experience is preferred, while fresh graduates may apply with training provided.
Summary Generated by Built In

Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers


Job Description 

  • To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
  • To provide professional advice and on appropriate financial products based on customer need.
  • To ensure customer satisfaction and provide excellent after sales service.
  • To plan and implement sales activities related to Bancassurance products.
  • To act promptly on all leads and follow up activities.
  • To acquire good knowledge of Bancassurance products in the market.
  • To achieve individual sales target and contribute towards the achievement of the branch target.

Job Requirements 

  • Candidate must possess a minimum qualification of SPM with 5 passes inclusive of Bahasa Malaysia/Diploma/Degree Holder in Marketing/Business Study or its equivalent.
  • Minimum 2 years of working experience in the branch environment.
  • Result oriented, passionate with marketing and willing to adopt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.
  • Candidate with full insurance licenses (PCE / CEILI / TBE) will have added advantage.
  • Fresh graduates in any discipline are strongly encourage to apply as intensive training will be provided

Skills Required

  • Minimum SPM with five passes including Bahasa Malaysia, or a diploma/degree in Marketing, Business Studies, or equivalent
  • Minimum two years of working experience in a branch environment
  • Ability to work independently with minimal supervision
  • Ability to deliver high-quality customer service to internal and external customers
  • Good interpersonal skills and ability to interact actively with customers at all levels
  • Full insurance licenses, such as PCE, CEILI, or TBE
  • Fresh graduates may apply; intensive training will be provided
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The Company
HQ: Kuala Lumpur, Kuala Lumpur
13,216 Employees

What We Do

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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